Security and data
Financial data is the backbone of your business. Protecting it is part of the job, not an add-on.
Last updated: 3 November 2026
Before we see a single file
Every engagement runs under a mutual NDA, signed before any data changes hands. We agree upfront what we need access to, for how long, and who on our side will touch it.
While we work
- Encrypted channels only. Your data moves only through encrypted channels.
- Least access. Access is restricted to the specific people working on your engagement.
- Your systems, where possible. Where it makes sense, we build inside your own environment (your Microsoft 365, Google Workspace or servers) so your data doesn’t have to leave it.
- Sample data for demos. The recordings on this site use made-up data. Client systems and numbers are never shown.
AI without the risk
- An offline option. For firms with strict data requirements, AI systems can run entirely on your own machines with open-source models. No data leaves your building.
- People sign off. AI handles reading and pattern-spotting. Decisions that touch money, filings or clients go to a person first.
- Validation layers. Every AI step is checked by rules before its output is used.
- Honest scoping. If AI isn’t the safest or cheapest way to solve your problem, we’ll say so and build the simpler thing.
When we hand over
- You own the code, the files and the IP.
- Every system is documented and annotated, so it is defensible to an auditor and maintainable by someone other than us.
- Your team is trained to run it. You should never depend on us to operate what we built.
On this website
- No tracking cookies and no advertising pixels. Visitor counts are cookie-free (Cloudflare Web Analytics).
- Fonts are served from this site, so no third party sees your visit.
- Third-party services load only when you choose them: Cal.com on the consultation page, Google Forms for the Thursday Teardown.
- Form entries go to a private Google Sheet and our email. See the Privacy Notice for the details.
Questions
If your security or compliance team has a questionnaire, send it over to consult@dovahadvisors.com. We would rather answer it before we start than after.